Associate Director, Fund Stewardship and Compliance

11 hours ago


Boston, Massachusetts, United States Boston University Full time
Job Title: Associate Director, Fund Stewardship and Compliance

Boston University is seeking an experienced Associate Director to join our Development and Alumni Relations team. This role will play a key part in ensuring the effective management of restricted funds, working closely with academic and financial partners to promote compliance and integrity in spending.

Key Responsibilities:
  • Collect, distribute, and improve restricted fund data for fund management purposes, generating lists of restricted funds for school-, college-, and other unit-based colleagues, as well as members of the Development and Alumni Relations team and the Provost's office.
  • Guide cross-functional communication and collaboration to streamline and improve fund management and inform fund financial and impact reporting, enhancing existing resources and developing new ones to support the proactive administration of restricted funds and support fund administrator and development staff training.
  • Research funds, prepare amendments, and develop resolutions to compliance issues, collaborating with the Office of General Counsel and General Accounting as needed.
  • Review, edit, and approve gift agreements to establish new funds, working closely with gift officers to ensure gift intentions can be effectively implemented and stewarded appropriately. Partner with General Counsel and General Accounting as needed to research and resolve issues with fund terms.
Requirements:
  • Bachelor's degree required. Master's degree preferred.
  • 5+ years of experience, including a minimum of three years of experience in development, stewardship, donor relations, advancement communications, preferably in a complex institution of higher education.
  • Excellent problem-solving abilities, with a proven track record in developing and implementing strategic solutions.
  • Exemplary communications skills and the ability to deal effectively and professionally with a variety of persons at all levels of management within and external to a university environment.
  • Excellent writing, editing, and proofreading skills.
  • Superb judgment and the sensibility to adjudicate wisely among competing priorities.
  • Strong project management skills and follow through necessary to develop plans and timelines, monitor priorities, and progress against goals.
  • Demonstrated ability to plan, organize and perform multiple duties with minimal supervision, with a high degree of accuracy, keen attention to detail, and follow-through under tight deadlines.
  • Capacity to work in a fast-paced environment involving high-level stakeholders; ability to multi-task and prioritize effectively.
  • Extraordinary attention to detail and high level of discretion. Must be highly organized and able to manage confidential information.
  • Exhibit a curiosity for streamlining processes using technology to improve outcomes and accuracy.
  • Strong working knowledge of donor databases/CRM.
  • Highly proficient in relevant software, eCRM's, operations and procedures, including University wide systems and applications (SAP).
What We Offer:
  • A dynamic and supportive work environment.
  • Opportunities for professional growth and development.
  • A competitive salary and benefits package.
  • A chance to make a meaningful impact on the lives of students and the university community.

Boston University is an equal opportunity employer and welcomes applications from diverse candidates. We are committed to creating an inclusive and respectful work environment that values diversity, equity, and inclusion.



  • Boston, Massachusetts, United States Boston University Full time

    Job Title: Associate Director, Fund Stewardship and Compliance Boston University is seeking an experienced Associate Director to join our Development and Alumni Relations team. This role will play a critical part in ensuring the effective management of restricted funds, ensuring compliance with donor restrictions, University policy, and industry...


  • Boston, Massachusetts, United States 5 Legal Full time

    Job Overview5 Legal, a leading law firm, is seeking a highly skilled Private Fund Formation Associate to join their esteemed Private Fund Formation and Investment Management practice.Key Responsibilities:Assist in the formation and structuring of private funds, including venture capital, private equity, real estate, and hedge funds.Provide expert advice on...


  • Boston, Massachusetts, United States Boston Center for the Arts Full time

    Position OverviewDIRECTOR OF INSTITUTIONAL GIVINGEmployment Type: Full-time, exemptCompensation: $75,000 - $85,000 annuallyReporting Structure: Reports to the Senior Director of DevelopmentABOUT BOSTON CENTER FOR THE ARTS:Boston Center for the Arts stands as a pivotal entity within the cultural landscape of the city, providing vital support to countless...

  • Compliance Director

    3 days ago


    Boston, Massachusetts, United States InsideHigherEd Full time

    Compliance Director Job DescriptionBoston University's Compliance Services Office (CSO) is seeking a highly motivated and collaborative compliance professional to join its University-wide compliance office.The Compliance Director will provide critical leadership, development, implementation, facilitation, and coordination of Boston University's Compliance...


  • Boston, Massachusetts, United States 5 Legal Full time

    Job Description**About 5 Legal**5 Legal is a leading law firm that provides top-notch legal services to its clients. Our Investment Funds Group is one of the most elite teams in the industry, and we are seeking a highly qualified associate to join our team.**Key Responsibilities**Assist in the formation and maintenance of private investment fundsProvide...

  • Senior Tax Associate

    4 weeks ago


    Boston, Massachusetts, United States State Street Full time

    Overview of the Role. We are seeking a Senior Associate to oversee tax engagements and facilitate the annual tax compliance process in collaboration with our Big 4 outsourced tax advisory firm. This role involves managing the production calendar for tax deliverables, addressing information requests, and serving as a liaison with various departments...

  • Senior Tax Associate

    3 weeks ago


    Boston, Massachusetts, United States State Street Full time

    Who we are looking for. We are seeking a Senior Associate to oversee tax engagements and facilitate the annual tax compliance process in collaboration with our Big 4 outsourced tax advisor. This role involves managing the production calendar for tax deliverables, addressing information requests, and serving as a liaison with various departments as...


  • Boston, Massachusetts, United States Bridgeway Professionals Inc Full time

    Fund Formation & Investment Management AssociateWe are seeking a highly skilled Associate to join our Fund Formation & Investment Management (FFIM) Practice Group. The ideal candidate will have at least 3 years of relevant experience in fund formation and investment management.Key Responsibilities:Structuring funds and management agreementsNegotiating with...


  • Boston, Massachusetts, United States TONI GROUP LLC Full time

    Fund Formation & Investment Management AssociateWe are seeking an experienced Associate to join our Fund Formation & Investment Management (FFIM) Practice Group. The ideal candidate will have a strong background in fund formation and investment management, with a deep understanding of the private funds industry.Key Responsibilities:Structuring funds and...


  • Boston, Massachusetts, United States Sattler College Full time

    Job SummarySattler College seeks a highly skilled and motivated Director of Donor Development to lead our philanthropic efforts. As a key member of our team, you will be responsible for cultivating and stewarding relationships with individual, church, and business donors to advance our mission.Key ResponsibilitiesDevelop and implement a comprehensive donor...


  • Boston, Massachusetts, United States Sattler College Full time

    Job SummarySattler College seeks a highly skilled and motivated Director of Donor Development to lead our philanthropic efforts. As a key member of our team, you will be responsible for cultivating and stewarding relationships with individual, church, and business donors to support our mission.Key ResponsibilitiesDevelop and implement a comprehensive donor...

  • Senior Tax Associate

    4 weeks ago


    Boston, Massachusetts, United States State Street Full time

    Overview of the Role. This senior associate position is designed to oversee tax engagements and facilitate the annual tax compliance efforts in collaboration with our clients and our Big 4 outsourced tax advisor. You will be responsible for managing the production calendar of tax deliverables, addressing information requests, and serving as a liaison...


  • Boston, Massachusetts, United States InsideHigherEd Full time

    Job Title: Development Associate, School DevelopmentWe are seeking a highly motivated and detail-oriented Development Associate to join our team at Boston University. The successful candidate will be responsible for supporting the development and implementation of strategies to enhance school-based annual fund and alumni engagement efforts.Key...


  • Boston, Massachusetts, United States 5 Legal Full time

    Job Overview5 Legal is seeking a highly skilled associate to join its Transactions Practice Group. The ideal candidate will have solid experience in fund formation and investment management, including structuring and negotiating complex transactions, managing compliance and regulatory requirements, and drafting sophisticated documents.Key...


  • Boston, Massachusetts, United States Museum of Science Internships Full time

    Position OverviewPhilanthropic Engagement and Stewardship InternOrganization: Museum of Science InternshipsROLE SUMMARY:The Philanthropic Engagement and Stewardship Intern will play a vital role in developing a comprehensive digital archive of donor recognition materials, including inscriptions, locations, and acknowledgment criteria. This position requires...


  • Boston, Massachusetts, United States Boston Children's Hospital Full time

    Director, Corporate RelationsBoston Children's Hospital Trust is the philanthropic arm of Boston Children's Hospital, providing vital funds to support cutting-edge research, community outreach, patient family programs, and medical education.The Director, Corporate Relations is responsible for securing substantial gift support from corporations and corporate...


  • Boston, Massachusetts, United States Boston Children's Hospital Full time

    Director, Corporate RelationsBoston Children's Hospital Trust is the philanthropic resource for the hospital, providing vital funds to support cutting-edge research, community outreach, patient family programs, and medical education.Key Responsibilities:Develop and implement targeted programs to identify, cultivate, and steward major corporate donors and...


  • Boston, Massachusetts, United States Spaulding Hospital–Boston & Cambridge(SRN,SRH,SHC) Full time

    Job Title: Director of Major GiftsSpaulding Hospital–Boston & Cambridge(SRN,SRH,SHC) is seeking a highly skilled and experienced Director of Major Gifts to join our Development team. As a key member of our executive fundraising team, you will be responsible for raising significant funds to support our mission.Key Responsibilities:Develop and implement...


  • Boston, Massachusetts, United States Boston Health Care for the Homeless Program Full time

    Job SummaryThe Boston Health Care for the Homeless Program (BHCHP) is seeking a highly skilled and compassionate Medical Director to lead our Medical Respite Program. As a key member of our leadership team, you will be responsible for overseeing the daily clinical operations of our Medical Respite care, ensuring high-quality patient care, and promoting a...


  • Boston, Massachusetts, United States Cambridge Associates LLC Full time

    The Compliance Associate RoleAt Cambridge Associates LLC, we are seeking a highly skilled Compliance Associate to join our team. As a key member of our compliance department, you will play a critical role in ensuring the firm's compliance with regulatory requirements and industry standards.Key Responsibilities• Develop and implement compliance programs and...